Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $656 Billion
  • Q1 2025

Jamison Private Wealth Management, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $656 Billion distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.1B, Microsoft Corp with a value of $24.1B, Nvidia Corp with a value of $20.8B, United Parcel Service Inc with a value of $20.2B, and Vulcan Materials CO with a value of $18.8B.

Examining the 13F form we can see an decrease of $21.2B in the current position value, from $677B to 656B.

Jamison Private Wealth Management, Inc. is based out at Milton, GA

Below you can find more details about Jamison Private Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $656 Billion
Technology: $131 Billion
Financial Services: $96.2 Billion
Industrials: $90.4 Billion
Healthcare: $81.9 Billion
Consumer Cyclical: $59.9 Billion
Consumer Defensive: $49.7 Billion
Basic Materials: $31.4 Billion
Utilities: $27.2 Billion
Other: $78.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1T
$30.1 Billion 4.58% of portfolio
135,293
Q1 2025 Reduced 0.48%
$2.68T
$24.1 Billion 3.67% of portfolio
64,233
Q1 2025 Reduced 0.96%
$241B
$20.8 Billion 3.17% of portfolio
191,676
Q1 2025 Reduced 0.56%
$70.2B
$20.2 Billion 3.08% of portfolio
183,668
Q1 2025 Added 1.76%
$31.1B
$18.8 Billion 2.87% of portfolio
80,785
Q1 2025 Reduced 0.65%
$777B
$17.2 Billion 2.63% of portfolio
20,879
Q1 2025 Reduced 3.62%
$93.4B
$15.5 Billion 2.37% of portfolio
67,075
Q1 2025 Added 0.2%
$410B
$14.5 Billion 2.21% of portfolio
87,350
Q1 2025 Reduced 3.52%
$672B
$13.3 Billion 2.03% of portfolio
54,188
Q1 2025 Reduced 0.35%
$85.2B
$13.2 Billion 2.01% of portfolio
94,250
Q1 2025 Added 0.78%
$523B
$12.8 Billion 1.95% of portfolio
36,525
Q1 2025 Reduced 0.34%
$355B
$12.6 Billion 1.92% of portfolio
34,395
Q1 2025 Added 0.11%
$301B
$12 Billion 1.83% of portfolio
57,355
Q1 2025 Reduced 1.48%
$98.2B
$11.8 Billion 1.79% of portfolio
127,852
Q1 2025 Added 0.36%
$1.7T
$11.7 Billion 1.79% of portfolio
61,570
Q1 2025 Added 0.61%
$150B
$11 Billion 1.67% of portfolio
33,258
Q1 2025 Reduced 0.05%
$227B
$10.6 Billion 1.62% of portfolio
34,010
Q1 2025 Added 0.13%
$674B
$10.5 Billion 1.59% of portfolio
19,648
Q1 2025 Reduced 2.29%
$136B
$9.97 Billion 1.52% of portfolio
127,353
Q1 2025 Added 0.03%
$424B
$9.61 Billion 1.47% of portfolio
10,164
Q1 2025 Reduced 0.33%
$315B
$9.56 Billion 1.46% of portfolio
133,487
Q1 2025 Added 1.36%
$118B
$8.99 Billion 1.37% of portfolio
29,419
Q1 2025 Reduced 0.34%
$117B
$8.78 Billion 1.34% of portfolio
60,472
Q1 2025 Added 0.49%
$153B
$8.74 Billion 1.33% of portfolio
56,865
Q1 2025 Reduced 0.74%
$262B
$8.6 Billion 1.31% of portfolio
51,396
Q1 2025 Added 6.17%
$393B
$8.54 Billion 1.3% of portfolio
50,085
Q1 2025 Added 1.4%
$1.13T
$8.11 Billion 1.24% of portfolio
14,065
Q1 2025 Added 1.84%
$120B
$8 Billion 1.22% of portfolio
17,917
Q1 2025 Added 1.65%
$146B
$7.98 Billion 1.22% of portfolio
25,612
Q1 2025 Added 0.19%
$67.3B
$7.93 Billion 1.21% of portfolio
47,379
Q1 2025 Reduced 0.77%
$912B
$7.79 Billion 1.19% of portfolio
49,868
Q1 2025 Added 0.06%
$50.6B
$7.45 Billion 1.14% of portfolio
48,319
Q1 2025 Added 3.08%
$171B
$6.71 Billion 1.02% of portfolio
12,281
Q1 2025 Added 2.78%
$439B
$6.27 Billion 0.96% of portfolio
52,700
Q1 2025 Added 2.04%
$67B
$6.23 Billion 0.95% of portfolio
66,704
Q1 2025 Added 1.04%
$251B
$6.14 Billion 0.94% of portfolio
69,946
Q1 2025 Reduced 0.7%
$92.5B
$6.09 Billion 0.93% of portfolio
49,941
Q1 2025 Added 1.19%
$46.8B
$5.88 Billion 0.9% of portfolio
142,920
Q1 2025 Added 0.28%
$47.9B
$5.61 Billion 0.85% of portfolio
32,859
Q1 2025 Added 3.67%
$718B
$5.54 Billion 0.84% of portfolio
21,373
Q1 2025 Added 3.93%
Blackrock Inc
-
$5.31 Billion 0.81% of portfolio
-
Q1 2025 Added 0.94%
$0
$4.64 Billion 0.71% of portfolio
8,249
Q1 2025 Reduced 0.95%
$50.7B
$4.57 Billion 0.7% of portfolio
19,283
Q1 2025 Added 4.91%
$42.1B
$4.33 Billion 0.66% of portfolio
30,252
Q1 2025 Added 2.99%
$138B
$4.22 Billion 0.64% of portfolio
41,117
Q1 2025 Added 6.71%
$15.8B
$4.02 Billion 0.61% of portfolio
33,773
Q1 2025 Reduced 21.83%
$84.2B
$4.03 Billion 0.61% of portfolio
34,844
Q1 2025 Added 0.95%
$119B
$3.94 Billion 0.6% of portfolio
81,148
Q1 2025 Added 1.2%
$223B
$3.75 Billion 0.57% of portfolio
60,745
Q1 2025 Reduced 3.73%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $656 Billion
  • Prior Value $677 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email